MJT & Associates Financial Advisory’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

MJT & Associates Financial Advisory’s Portfolio FTSL Stock Details FTSL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-3,590	Closed	-$164K	–	479
2025 Q1	$164K	Buy	+3,590	New	+$166K	0.16%	53

Other funds holding FTSL

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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

MJT & Associates Financial Advisory's FTSL Position: Q2 2025 in Review

MJT & Associates Financial Advisory sold out of First Trust Senior Loan Fund ETF (FTSL) in Q2 2025, closing a stake of 3,590 shares — an estimated $164K sold.

MJT & Associates Financial Advisory first reported a position in FTSL in Q1 2025 and held it in 1 quarter. The position peaked at $164K in Q1 2025. 331 funds tracked by Wall St. Rank hold FTSL as of Q2 2025.

MJT & Associates Financial Advisory reported no remaining First Trust Senior Loan Fund ETF position as of Q2 2025 after selling out during the quarter.
MJT & Associates Financial Advisory sold 3,590 First Trust Senior Loan Fund ETF shares in Q2 2025, an estimated $164K.
MJT & Associates Financial Advisory first reported a position in First Trust Senior Loan Fund ETF in Q1 2025 and held it in 1 quarter.
MJT & Associates Financial Advisory's First Trust Senior Loan Fund ETF position peaked at $164K in Q1 2025.
331 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2025.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2025, filed 16 Jul 2025.